金融市场
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The Stock Market Is Doing Better Than It Looks. 82 S&P 500 Stocks Are At 52-Week Highs.
Barrons· 2026-02-04 16:52
The Stock Market Is Doing Better Than It Looks. 82 S&P 500 Stocks Are At 52-Week Highs.LIVE[Nasdaq Falls Again After Brutal Tech Selloff]Last Updated:---Updated 17 min ago# The Stock Market Is Doing Better Than It Looks. 82 S&P 500 Stocks Are At 52-Week Highs.By[Connor Smith]The software stock selloff is obscuring some phenomenal stock market breadth.Though the S&P 500 is down 0.7%, roughly 350 stocks in the index are set to close higher. The Dow was up 241 points, or 0.5%. The Nasdaq Composite was down 1.7 ...
金银反弹!全球资产大涨→
Sou Hu Cai Jing· 2026-02-03 04:54
截至10时15分,日经225指数上涨超3%,韩国综合指数上涨4.59%。韩国股市方面,SK海力士、三星电子等个股大涨。 | | | 昨日暴跌的金价、银价今日早盘全线飙升,截至10时15分,现货黄金报4801.331美元/盎司,涨3.05%,COMEX黄金报4862.9美元/盎司,涨4.52%;现货白 银报83.302美元/盎司,涨5.27%,COMEX白银报84.445美元/盎司,涨9.66%。 投资者应如何理性看待金价行情?东方金诚研究发展部高级副总监瞿瑞建议,投资者应以低风险优先、长期配置的角度配置黄金。要避免盲目 跟风追涨,需结合自身风险承受能力、资产配置规模及投资周期,合理规划黄金资产占比。此外,当前支撑金价长期上行的主要因素未发生根 本改变,建议把握市场节奏,待金价回调至合理区间时择机逐步建仓。应以资产保值、对冲风险为主要投资目标,而非单纯追逐短期价差收 益,规避盲目追高导致的投资风险。 今日早盘,亚太股市普涨。韩国综合股价指数开盘后迅速攀升,触发熔断机制。此前一天,韩国股市遭遇重挫,主要股指韩国综合股价指数大幅下跌超 5%,触发熔断机制,暂停交易5分钟。 隔夜欧美股市收涨,截至收盘,道指涨1.05 ...
一周美股市场展望,从澳洲网球公开赛开始
Xin Lang Cai Jing· 2026-02-02 17:37
Group 1 - As of Friday, 167 companies in the S&P 500 index, approximately 33%, have reported their earnings [1] - The expected earnings per share (EPS) growth for the fourth quarter is 11.7%, an increase from last week's estimate of 8.1% [1] - Sales growth for the same quarter is projected at 8.3%, up from 7.8% the previous week [1] Group 2 - In early December, the market's expectation for EPS growth for the fourth quarter was 6.9% [1] - Ameriprise's economic forecasts include actual GDP, unemployment rate, CPI, and core PCE for both annual and quarterly perspectives [1] - The global asset allocation committee's targets include the S&P 500 index and the 10-year Treasury yield under basic, adverse, and favorable scenarios [1]
行情波动,是“去火“还是“反转“?
Hu Xiu· 2026-02-02 11:43
Group 1 - Multiple asset classes are experiencing significant declines, with domestic markets seeing major indices drop over 2% [3] - The downturn is not isolated to one market but is part of a global trend, with Asian markets also showing declines, such as South Korea's main index falling over 5% and Indonesia's index similarly dropping close to 5% [3] - The U.S. market is expected to follow suit, as indicated by futures markets, suggesting continued volatility and potential further declines [4] Group 2 - Precious metals have seen a drastic drop, with a 10% decline last Friday followed by an additional drop of over 6% today, indicating a strong correlation between different asset classes [4] - The decline in commodities is notable, with crude oil prices also falling more than 5% over the past two days, reflecting a widespread impact across various sectors [4] - The current phase of this global market volatility raises questions about the potential for further deterioration, which is critical for investors to consider [4]
香港财政司司长:特区政府经营账目本财政年度恢复盈余
Sou Hu Cai Jing· 2026-02-01 08:16
陈茂波提到,在新一份财政预算案咨询期间,不同界别代表和不同阶层市民均提出诉求。与此同时,面 对人工智能等科技变革带来的巨大挑战和机遇,市场期望特区政府加大投资力度,加快开拓更多高增值 的新产业、创造更多优质就业机会。 他指出,在国家的坚实支持下,在特区政府和社会各界的共同努力下,2025年香港本地生产总值按年实 质上升3.5%,整体投资明显加快,私人消费回升,海外企业与投资者对投资香港的信心也在加强。在 第19届亚洲金融论坛举行期间,他与来自欧美、中东的政商领袖,以及中国内地和国际多边组织代表会 面,他们均对香港的经济发展与前景持积极态度,并称香港涌现出更多新机遇。 陈茂波强调,特区政府会继续努力,对接好国家"十五五"规划,加快融入和服务国家发展大局,以金融 赋能科技创新和传统产业的发展,促进科技创新与产业发展深度结合,加强劳动力培训,让香港经济发 展提质增量。(完) 中新社香港2月1日电 香港特区政府财政司司长陈茂波2月1日发表网志表示,特区政府的经营账目将于 本财政年度(即2025至2026财政年度)恢复盈余,较原本估算提早一年。 陈茂波称,不论从综合帐目而言,又或从反映经常开支与收入的经营帐目来说,特区 ...
全球流动性拐点出现,周五晚上迎来了集体暴跌,股市、贵金属、比特币全部重挫,因为新一任的美联储主席要来了,特朗普已经提名了沃什
Sou Hu Cai Jing· 2026-01-31 15:37
我问你个问题。你有没有发现,这几天咱们熟悉的那个金融世界,好像突然被人拔了电源?周五晚上,就在大家伙儿准备过周末的时候, 全球市场直接来了个全线大"跳水"。 我也在想,过去几十年咱们习惯的逻辑是不是要失效了。以前说美债收益率涨,黄金就该跌,这叫负相关。但过去两年黄金和美债明明已 经脱钩了,黄金一直在涨。结果沃什这个提名一落地,逻辑好像又强行被拽回来了。因为沃什不仅仅是要缩表,他还要"缩职能",要把美 联储那些管气候、管包容性的闲事全砍了,回归到只盯着物价和金融稳定。 这种改变对全球流动性来说就是个巨大的拐点。你想,美联储如果真的开始大规模抛售债券,债券价格就会跌,收益率就会飙升。而美元 指数在提名宣布后短线急涨,1月30日单日涨幅就达到了1.01%。大家都去抢美元了,那些靠流动性撑起来的资产,比如股票和虚拟货币, 不跌才怪。 股市跌、贵金属跌,连号称打不死的比特币也跟着一起重挫。我查了下数据,那一瞬间我脑子卡了三秒,这哪里是震荡,这简直是集体卸 货。 根据新华社和央视新闻的报道,就在当地时间2026年1月30日,特朗普正式宣布提名凯文·沃什担任下一任美联储主席。消息一出来,市场 就跟炸了锅一样。你可能纳闷,不 ...
聚首香江谋新局 青春聚力启华章——烟台市青年企业家商会高质量“走出去”系列活动之受邀赴港参加第十九届亚洲金融论坛
Sou Hu Cai Jing· 2026-01-30 03:12
Core Viewpoint - The 19th Asian Financial Forum emphasizes collaboration and creating win-win situations amid changing global dynamics, with a focus on financial market developments and international cooperation [1][5]. Group 1: Hong Kong's Financial Development - Hong Kong aims to enhance its status as an international financial center by focusing on three key areas: deepening the stock market, expanding the bond market, and advancing asset and wealth management sectors [3]. - The Hong Kong government is also accelerating the development of new growth areas, including establishing an international gold trading center and a commodities trading ecosystem [3]. Group 2: Global Industry Summit - The forum introduces a new "Global Industry Summit" that focuses on high-growth sectors such as artificial intelligence, robotics, biopharmaceuticals, healthcare, and renewable energy, aiming to stimulate innovation and sustainable economic growth through financial innovation and industry collaboration [5]. - Multiple thematic forums are held during the summit, including discussions on opportunities for Chinese enterprises going global and attracting international businesses to Hong Kong [11]. Group 3: RMB Internationalization - The People's Bank of China highlights the rapid development of China's financial market and its increasing international influence, with Hong Kong being the largest offshore RMB business hub globally [7]. - The internationalization of the RMB is expected to provide significant opportunities for Hong Kong, requiring sufficient liquidity and a well-developed bond market, which Hong Kong is well-positioned to offer [7]. Group 4: Regional Cooperation - Former European Commission President José Manuel Barroso discusses Hong Kong's critical role in promoting regional cooperation and how Asia can learn from European experiences to deepen economic integration [9].
特朗普威胁对加拿大飞机加征50%关税
21世纪经济报道· 2026-01-29 23:58
Group 1 - The article discusses President Trump's statement regarding Canada's refusal to certify certain U.S. aircraft models, which he claims is unfair treatment of American companies [1] - In response, the U.S. plans to suspend the certification of Bombardier's Global Express series and all Canadian-manufactured aircraft until the U.S. aircraft receive full certification [1] - Trump warns that if the issue is not resolved immediately, a 50% tariff will be imposed on all Canadian aircraft sold to the U.S. [1] Group 2 - The article mentions significant market movements, including a rebound in gold and silver prices, a 10% increase in Meta's stock, a 10% drop in Microsoft's stock, and an 18% surge in the stock of TAL Education [2] - It highlights that over 220,000 Chinese investors were reported to have been liquidated in the cryptocurrency market [2] - Additionally, it notes that Chinese investors purchased nearly 10% of the world's gold last year [2]
黄金冲上5500美元!美联储暂停降息
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 00:40
0:00 美东时间周三,美股三大指数收盘涨跌不一,标普500指数盘中一度突破7000点大关。存储概念股走 高,热门中概股涨跌不一。 现货黄金势如破竹站上5500美元,截至北京时间1月29日8:00,报5513.145美元/盎司。 据新华社报道,北京时间1月29日,美联储宣布将联邦基金利率目标区间维持在3.5%至3.75%之间不 变,暂停了此前连续三次的降息。这一决定符合市场预期。 ...
印度股市今年开局“十年来最差”
Huan Qiu Shi Bao· 2026-01-28 23:02
Group 1 - The Indian stock market is experiencing its worst annual start in a decade, with the Bombay Stock Exchange index down nearly 4% year-to-date and the NIFTY index facing its worst opening since 2016 [1] - Approximately $360 billion in market capitalization has been wiped out from the Indian stock market in January alone, putting significant pressure on the Modi government ahead of the upcoming budget announcement [1] - Foreign investors continue to sell off Indian stocks due to high valuations, weak earnings, and geopolitical risks, following a record outflow of funds in 2025 [1] Group 2 - The Modi government plans to announce a series of domestic policy reforms in the upcoming budget to sustain rapid economic growth and enhance resilience against external shocks [2] - The economic growth rate for the fiscal year ending March 31, 2026, is projected to be 7.4%, but infrastructure spending and tax cuts have limited the government's fiscal space for supporting the economy in the new budget [2] - Uncertainties in trade negotiations between New Delhi and Washington have led to market volatility and a decline in the rupee to historical lows [2]